Load Metadata from Salesforce

Version:
2020.2
Last modified: September 01, 2020

Use the Salesforce Loader to upload metadata to Alteryx Connect from Salesforce.

Review Loader Requirements

  • The Alteryx Connect Loaders must be installed on the machine where Alteryx Server is installed. To install the loaders:

    1. Download the loaders installer. For compatibility, the Loaders installer version must match the Alteryx Connect version.
    2. Run the installer as an administrator.
  • Your Salesforce account must be set to “API Enabled”. Contact your Salesforce administrator for assistance with granting your account API user permissions. For more information, see the Salesforce Help - User Permissions.

Open the Loader

  1. Open Alteryx Designer.
  2. Select Help > Sample Workflows > Alteryx Connect Metadata Loaders > Salesforce Loader > Salesforce Loader.

Run the App

  1. Select Run as Analytic App Run as analytic app button.
  2. In the Salesforce tab:

    • Type the Salesforce connection information, including server URL, credentials, and token.
    • In Load only listed objects, optionally specify a comma-separated list of objects. Leave blank to load all objects.
    • Optionally select to Load only custom objects and Load picklist values.
    1. In the Alteryx Connect tab, type the URL for your Alteryx Connect instance and your credentials. 
      https://yourcompany.alteryxconnect.com

    2. Before running the app, select Save button and save the app configuration to the following directory: 
      C:\ProgramData\Alteryx\AlteryxConnect\Salesforce_Loader\

      The .yxwv app values file is used for scheduling the loader to run in the Gallery. See Schedule Metadata Loaders.

  3. Select Finish to run the app.
    • If the run succeeds, "Success" appears in the App Results window.
    • If the run fails, a "There were Errors" message appears.

    Depending on how much metadata is being imported, the app can take a long time to run.

View the Metadata

  1. Go to the Alteryx Connect URL and log in.
  2. From the main menu, select Data Sources > Applications > your application name.
  3. Select a folder to view its contents.
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